Bartlett & Co Wealth Management’s Walt Disney DIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $17.9M | Sell |
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|
2025
Q2 | $21.8M | Sell |
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|
2025
Q1 | $18.1M | Sell |
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|
2024
Q4 | $23.5M | Sell |
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|
2024
Q3 | $24M | Sell |
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|
2024
Q2 | $30.1M | Sell |
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|
2024
Q1 | $42.8M | Sell |
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|
2023
Q4 | $52.2M | Sell |
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|
2023
Q3 | $50.1M | Sell |
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|
2023
Q2 | $58.4M | Buy |
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|
2023
Q1 | $65M | Buy |
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|
2022
Q4 | $56.1M | Sell |
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|
2022
Q3 | $63.6M | Buy |
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|
2022
Q2 | $63.4M | Sell |
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|
2022
Q1 | $92.2M | Buy |
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|
2021
Q4 | $102M | Buy |
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|
2021
Q3 | $110M | Sell |
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|
2021
Q2 | $115M | Sell |
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|
2021
Q1 | $121M | Sell |
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|
2020
Q4 | $120M | Sell |
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|
2020
Q3 | $83.1M | Sell |
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|
2020
Q2 | $75.2M | Sell |
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|
2020
Q1 | $65.4M | Buy |
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|
2019
Q4 | $97.8M | Sell |
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|
2019
Q3 | $87.7M | Buy |
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|
2019
Q2 | $61.6M | Sell |
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|
2019
Q1 | $50.2M | Buy |
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|
2018
Q4 | $49.8M | Sell |
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|
2018
Q3 | $52.7M | Buy |
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|
2018
Q2 | $46.7M | Buy |
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|
2018
Q1 | $44.6M | Buy |
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